Step 5 — SAGE items

The SAGE codes zrsPOS needs beyond your products, and the defaults it uses when it creates a customer in your SAGE. Every SAGE company has its own codes; zrsPOS reads your SAGE and proposes them with their names.

What do you use?

Three switches decide what is required:

• We ship from the till ("ship to customer" on the POS). A sale with a shipping charge needs a SAGE shipping item. When off, such a sale is refused rather than under-invoiced.
• We sell Tax Free (Global Blue). Needs a deposit item, the VAT-exempt taxable group and the assumed VAT rate.
• Store credit — redeem store credit as a SAGE voucher tender.

Service items

Non-stock items in your SAGE used for lines that are not products.

• Generic refund item — carries the amount on a credit note when money is returned without a product line (goodwill, price adjustment). Any refund without lines needs it.
• Shipping refund item — for the shipping part of such a refund. Optional; falls back to the generic item.
• Shipping item — carries the shipping charge on a POS sale that ships to the customer.

Search by code to add items to the lists; names come from your SAGE. If no suitable item exists, create a non-stock service item in SAGE and search for it here.

New customers

When a buyer gives a NIF that SAGE does not know yet, zrsPOS creates the customer with:

• Country — the country code stored on the customer (PRT for Portugal).
• Fiscal status — the VAT regime SAGE applies to the customer: "IVA" for a normal buyer in Portugal.
• Zone — SAGE's geographic VAT zone: Portugal, EU or outside the EU.

Audit SAGE

The Audit SAGE button checks every saved code against your SAGE right now: it exists, it is the right kind (a stock product is flagged where a service item belongs), and it matches how your série is used. Run it after changes in SAGE.